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Workflow Workflow –– What It is What It is and Why You Need Itand Why You Need ItPresented by: Gayle Reynolds
November 8, 2007Session ID: 1.3
Workflow DefinitionWorkflow Definition
• Workflow:• “…the automation of a business
process, in whole or part, during which documents, information, or tasks are passed from one participant to another for action, according to a set of procedural rules.”
Workflow Workflow –– What does it do?What does it do?
• Workflow…
– Automates business processes to meet your business needs
– Sends work to the right people at the right time
– Allows tracking of processes
Workflow Process Workflow Process
Workflow Process ContinuedWorkflow Process Continued
OverviewOverview
• How can workflow be used to improve processes?– Improve communication– Enforce consistent procedures– Enforce adherence to policies– Provide faster response time
• How can you benefit?– Workflow may be a solution to current problems– Workflow may be a means to improve procedures
Benefits of WorkflowBenefits of Workflow
• Improved communication
• Consistent processing
• Adherence to procedures
• Enhanced responsiveness
• Increased productivity
Workflow ValueWorkflow Value
What can you do with workflow?• Identify a problem to solve• Design your own solution• Define your measurements of success• Measure and monitor performance
objectively• Improve organizational performance• Elevate staff morale
Workflow StrengthsWorkflow Strengths• Passes work from one role to another
• Captures data from many sources for use in decisions and activities
• Provides notifications through email
• Follows approval paths
• Updates information in your system
Workflow WeaknessesWorkflow Weaknesses
• Support work by one user done sequentially
• Mass processing to large numbers of records (batch processes)– Batch processes can be incorporated into a workflow
• Manual, single-activity tasks, unless notification is required to alert someone of the work
Workflow AnalysisWorkflow Analysis
Identify Processes for RedesignIdentify Processes for Redesign
• Selection criteria:
– Add value for your customers/department
– Contribute to organizational goals
– Have potential for significant improvement
Identifying Processes for RedesignIdentifying Processes for Redesign
• Potential for Significant Improvement =
Broken Process+
Feasibility of Redesign
– No. of organizational units involved– Cost– Strength of team– Commitment of process owner
Examples of Workflow ProjectsExamples of Workflow Projects
• Withdraw a Student• Grade Change• Admissions Approval• Transfer Credit Approval • Change of Major• Purchase Requisition Approval• Hire a Full Time Staff Member• New Employee Security Set Up• Process Verification Documents
Workflow Process AnalysisWorkflow Process Analysis
• Identify higher-level business process with which the workflow is associated.
• Name and describe the workflow:
– State business goal of business process and the workflow
– Identify boundaries – start and end of the workflow
Workflow Process AnalysisWorkflow Process Analysis
• Establish participants
– Involve people who actually do the work
– Identify a change agent
– Identify workflow owner
• Super user responsible for technical maintenance of workflow
– Identify workflow administrator
• Functional owner
Workflow AnalysisWorkflow Analysis
• Meet with functional users to document the current business process, including roles/approvers.
• Have functional users review the effectiveness of current business process. Make changes, if necessary, and document the revised process.
• Have functional users review the current processes’ paper forms and edit if necessary.
Workflow AnalysisWorkflow Analysis• Multiple people and departments involved
• Structured processes revolve around information stored in one system
• Automatic or manual updates needed in system or other applications
• Have a business event automatically launch a workflow
Workflow Process AnalysisWorkflow Process Analysis
• Describe the event that starts the workflow
• Create the workflow model– List and sequence the activities– Identify hidden activities– Identify decision points– Determine the activity and/or output that
complete the workflow
Workflow Process AnalysisWorkflow Process Analysis
• Gather details for each activity and decision– Type of activity – automated, interactive, manual,
approval, e-mail, etc.– Define parameters/data
• What data is required for activity to start?• What data is passed back to the workflow?
– What data is needed for decisions?– Where and when to get that data?
Workflow ImplementationWorkflow Implementation• Use workflow for normal processes
• Don’t try to make workflow handle all the exceptions
• Keep it simple
• 7 to 12 activities in a workflow
Workflow Optimization TechniquesWorkflow Optimization Techniques
Apply these four steps in order:
1. Eliminate – duplication, reformatting, hand-offs
2. Simplify – forms, procedures
3. Integrate – centralize or decentralize
4. Automate – approval processes
Process RedesignProcess Redesign
• Process redesign approach
–Challenge all assumptions
–Think outside the box
–Tip over the silos
Keys to SuccessKeys to Success
• Proper training
• Proper identification and analysis
• Focused team effort
Thank You!Thank You!
Gayle [email protected]
Kurt Kruschinska [email protected]
Scott [email protected]
Christine Stephens [email protected]
Linda [email protected]
